Heart
Level 2

taxpayer has w-2 listing V in box 12 for stock options, and in box 14 an amount for restricted stock

how is this handled?

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Jim-from-Ohio
Level 11

Gain should already be included in W-2.. need to file Sch. D/8949. need 1099-B but be careful as the basis shown may be showing as zero.. have to dig deeper in form usually to get adjusted basis. should result in about a break even on the Schedule D. 

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